[go: up one dir, main page]

Introducing G2.ai, the future of software buying.Try now
Product Avatar Image

Taxaroo

Show rating breakdown
3 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.8
Serving customers since
2014
Profile Filters

All Products & Services

Profile Name

Star Rating

3
0
0
0
0

Taxaroo Reviews

Review Filters
Profile Name
Star Rating
3
0
0
0
0
Piyush R.
PR
Piyush R.
05/23/2024
Validated Reviewer
Verified Current User
Review source: Organic

This has to be a game changer tool

What I like about Taxaroo is it saves me a significant amount of time and ensure compliance with accurate information. The messaging hub enhances our communication and data privacy making our collaboration with our clients and team members seamless.
Prem R.
PR
Prem R.
05/21/2024
Validated Reviewer
Verified Current User
Review source: Organic

Taxaroo has to be the best modern tax management software in the market!

Taxaroo is an indispensable tool for any tax professional or firm aiming to enhance efficiency, improve client satisfaction, and achieve business growth. Its comprehensive features and user-friendly interface make it a standout choice in tax practice management software.
Simeon S.
SS
Simeon S.
Owner at Snow's Tax and Financial Services
12/22/2021
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Great for virtual client tax organizers and workflow services

Excellent for virtual client tax organizers, and from the client's point of view, it shows where they are in the process (status tracking). This can be sent to clients via a link in your yearly emails or provided to them as needed. Also great for the tax preparer for workflow planning and assigning clients to different team members. The client portal & invoicing are a great addition as well for clients to be able to upload more info & pay for tax prep. It also includes e-signature capabilities which is also great.

About

Contact

HQ Location:
Sheridan , US

Social

What is Taxaroo?

Taxaroo is an innovative software solution designed to streamline and simplify the tax preparation process for both tax professionals and their clients. It offers a comprehensive suite of tools aimed at enhancing efficiency, accuracy, and client satisfaction. The platform includes features such as secure document exchange, automated client communication, workflow management, and integrated billing options. Taxaroo's user-friendly interface and robust functionality support tax professionals in managing their practices more effectively, allowing them to focus more on strategic aspects of client service rather than administrative tasks.

Details

Year Founded
2014